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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

296 hedge funds and large institutions have $2.41B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.44%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.78%
New
33
Increased
131
Reduced
102
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$71.8M
2
Jane Street
Jane Street
New York
+$48.9M
3
AssetMark Inc
AssetMark Inc
California
+$42.8M
4
IA
IndexIQ Advisors
New York
+$32.2M
5
Ameriprise
Ameriprise
Minnesota
+$24.1M

Top Sellers

1
RRWA
Rainey & Randall Wealth Advisors
Florida
-$20.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$17.9M
3
CPO
Cerity Partners OCIO
New York
-$16.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.2M
5
Wells Fargo
Wells Fargo
California
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
201
Foresight Wealth Management
Utah
$457K +$75.4K +2,450 +20%
PWP
202
Personal Wealth Partners
Minnesota
$452K – – –
SFM
203
Signet Financial Management
New Jersey
$429K +$43.4K +1,412 +11%
TW
204
Transform Wealth
Colorado
$426K +$426K +13,876 New
SEIA
205
Signature Estate & Investment Advisors
California
$419K -$798K -25,937 -66%
HIS
206
Harvest Investment Services
Illinois
$413K -$47.8K -1,560 -10%
VF
207
Virtu Financial
New York
$410K +$410K +13,355 New
CGFA
208
Colton Groome Financial Advisors
North Carolina
$395K +$395K +12,840 New
CAL
209
Capital Advisors Ltd
Ohio
$381K -$19.4K -631 -5%
IC
210
Innealta Capital
Texas
$373K +$373K +12,144 New
CCM
211
Cribstone Capital Management
Maine
$371K -$313K -10,212 -46%
VIP
212
Vantage Investment Partners
Missouri
$363K +$50.1K +1,632 +16%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$357K +$318K +10,357 +816%
SEI Investments
214
SEI Investments
Pennsylvania
$355K +$118K +3,836 +50%
RBC
215
Roble Belko & Company
Pennsylvania
$353K -$303K -9,847 -46%
LNC
216
Lincoln National Corp
Pennsylvania
$353K +$82.1K +2,674 +30%
RA
217
RFG Advisory
Alabama
$340K +$72.7K +2,353 +27%
AWA
218
Arete Wealth Advisors
Illinois
$318K +$29.8K +970 +10%
LWS
219
Lucia Wealth Services
California
$318K +$318K +10,346 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$304K +$110K +3,586 +57%
BHWM
221
Bay Harbor Wealth Management
Maryland
$303K -$2.25K -73 -0.7%
SB
222
Strategic Blueprint
Georgia
$303K – – –
UCFA
223
United Capital Financial Advisors
Texas
$302K +$302K +9,838 New
WB
224
WesBanco Bank
West Virginia
$300K – – –
LWAC
225
Laurel Wealth Advisors (California)
California
$299K +$299K +9,746 New
7 8
9
10 11